Market Watch

With rising cost, margin compression has been seen by many US companies with some issuing profit warnings. Will Malaysian listed companies also do so? Jeremy Goh, Head of Research at Hong Leong Investment Bank tells us if the recently concluded result season is evidence of that. See omnystudio.com/listener for privacy information.

US markets remained volatile but is it time to look at markets? Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management gives us his views as to what sectors to buy and avoid. See omnystudio.com/listener for privacy information.

Earnings released from January to March this year has just wrapped up with somewhat of mixed results. How should investors strategize their portfolio amidst all the volatility in the market from escalating costs of operation and materials from the Ukraine war, oil and gas price volatility. Imran Yusof, Head of MIDR Research breaks down the details for us. Image credit: Shutterstock.com See omnystu...

US markets rose despite weak macro data, more hawkish Fed comments and poor guidance from Microsoft, prompting questions on whether this amounts to a dead cat bounce -- i.e. a bear market rally, says Tim Mulholland, President, TJM Limited in Chicago. See omnystudio.com/listener for privacy information.

After two months of what local Shanghainese have described as 'living hell' China has finally lifed Covid restrictions on the country's biggest city, transmitting positive economic overtones on China's growth prospects, according to Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank. See omnystudio.com/listener for privacy information.

While US markets are trading sideways following its long Memorial Day weekend, China has bounced, following lifting of lockdowns in Shanghai. Jeffrey Halley, Senior Market Analyst, OANDA, provides an outlook. See omnystudio.com/listener for privacy information.

Blessed with abundant commodities, quality infrastructure and a strategic location, we ask Peter Esho, co-founder, Wealthi his perspective on Austrlaia's economy and the broader macro-economic data shaping volatility in markets. See omnystudio.com/listener for privacy information.

While markets ended on a high, Clifford Bennett, Chief Economist of ACY Securities reminds us to remain vigilant as volatility and market uncertainties are expected to continue as fears of recession loom. See omnystudio.com/listener for privacy information.

China's staunch zero-Covid policy is killing its economy, dividing her people and creating a rift in country's top brass -- a real quandary for her trade customers, including in ASEAN. Carlos Casanova, Senior Economist, UBP, discusses. See omnystudio.com/listener for privacy information.

The VIX or the “fear gauge” has been trading sideways but what does it indicate about equity market expectation? And US home sales in April fell to their lowest in 9 years, brought down by rising mortgage rates but how adversely will this impact the property and construction sector? Tony Nash, CEO of Complete Intelligence tells us more. See omnystudio.com/listener for privacy information.

Money continues to flee tech stocks and equities generally, benefiting perceived safe havens like the US Dollar and Treasuries, according to Jeffrey Halley, Senior Market Analyst at OANDA. See omnystudio.com/listener for privacy information.

Are SPACs falling out of favor as a mode of listing in the US and what is driving investor sentiments on yesterday’s US stocks rally? Can the ECB help the Eurozone to avoid getting into a recession? Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management tells us more. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Kingsley Jones, Chief Investment Officer, Jevons Global unpacks how the recent Australian elections with an incoming Labour government would mean for the economy as the Albanese administration highlights climate change as a core priority. See omnystudio.com/listener for privacy information.

Following markets taking another leg down on Thursday, the 'recession' narrative is gaining further momentum, prompting fund managers like Tim Mulholland, the President of TJM Limited in Chicago, to hunt for safe havens in Treasuries, commodities and .. cash. See omnystudio.com/listener for privacy information.

Shane Oliver, Chief Economist at AMP Capital, explains last night's market tumble after earnings at US retailers nosedived and they issued dire outlook statements. See omnystudio.com/listener for privacy information.

Tech stocks rebounded on speculation that China might loosen restrictions on her tech companies, so investors are wondering if it's time to bottom fish for bargains. Brian Arcese, Portfolio Manager & Equity Analyst, Foord Asset Management, is on hand to explain. Image credit: Unsplash.com See omnystudio.com/listener for privacy information.

The latest economic data from China that was released yesterday showed that both consumer and industrial sectors are contracting. But what does this mean for the Chinese economy and how should investors strategize moving forward? Meanwhile, in the US, would a soft landing be reached or would a recession take place? Joe Quinlan, Chief Market Strategist of US Trust-BOA Private Wealth Management shar...

Inflation continues to dominate headlines and roil financial markets, with indices everywhere flirting with bear market positions. Carlos Casanova, Senior Economist, UBP, addresses hopes that inflation may have peaked and markets may soon calm. Image credit: Unsplash.com See omnystudio.com/listener for privacy information.

The April CPI figures for the US reported at 8.3% is higher than consensus anticipation of 8.1%, while the April employment report showed a gain of 428,000 jobs, reflecting a drop in the unemployment rate to 3.6%. So what does this mean for the US economy? Tony Nash, CEO, Complete Intelligence breaks things down for us. Image credit: Unsplash.com See omnystudio.com/listener for privacy information...

With Bank Negara unexpectedly raising the OPR rate by 25bps, what impact will this have on the Malaysian bond market? Are there still good opportunities especially if the Fed continues their rate normalisation program? Jessie Liew Thong Leong, Chief Investment Officer, Fixed Income ASEAN at Principal Asset Management gives us the answers. This Market Commentary is brought to you by Principal Asset...

Later today, Bank Negara Malaysia will have their monetary policy committee to determine the overnight policy rate, which is currently at an all time low at 1.75%. Dr Ray Choy, Head of Economics & Research, Opus Asset Management shares with us his expectations on rate hikes and also his views on inflation in Malaysia. Image credit: Shutterstock.com See omnystudio.com/listener for privacy infor...

Heavy selling on technology names has caused the Nasdaq to fall by 25% on a year to date basis. Is it time to bottom fish? Jack Kouzi, Director for Strategy at VFS Group whilst he weighs in on the future of SPACs. Image credit: Unsplash.com See omnystudio.com/listener for privacy information.

With markets tumbling to a 13-month low and many pandemic winners seeing the brunt of the selling, Joe Quinlan, Chief Market Strategist at the US Trust-BOA Private Wealth Management advises us on whether we should take action or just watch the carnage and stay by the sidelines. Image credit: Pixabay.com See omnystudio.com/listener for privacy information.

Despite foreign funds being net buyers of Asean stocks since the beginning of the year, Alexander Chia, Regional Head of Research, RHB Bank opines why the FBMKLCI isn’t benefitting from these inflow of funds. Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Kingsley Jones, Chief Investment Officer at Jevons Global gives some context behind the five straight weeks consecutive rout of the S&P 500 and amidst this bearish sentiment whether there are any opportunities worth pursuing? Image credit: Shutterstock.com See omnystudio.com/listener for privacy information.